Waldron Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $648K | Hold |
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|
2025
Q2 | $601K | Sell |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $593K | Sell |
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|
2024
Q3 | $673K | Sell |
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|
2024
Q2 | $638K | Buy |
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|
2024
Q1 | $516K | Sell |
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $494K | Sell |
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|
2023
Q1 | $513K | Buy |
|
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $423K | Sell |
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|
2022
Q1 | $539K | Buy |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $406K | Sell |
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|
2021
Q2 | $415K | Buy |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $213K | Buy |
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